Edge Wealth Management’s AstraZeneca AZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,043
| Closed | -$36K | – | 583 |
|
|
2018
Q1 | $36K | Hold |
1,043
| – | – | 0.01% | 253 |
|
|
2017
Q4 | $36K | Buy |
+1,043
| New | +$36K | 0.01% | 251 |
|
|
2014
Q2 | – | Sell |
-1,298
| Closed | -$42K | – | 382 |
|
|
2014
Q1 | $42K | Hold |
1,298
| – | – | 0.02% | 186 |
|
|
2013
Q4 | $39K | Hold |
1,298
| – | – | 0.02% | 176 |
|
|
2013
Q3 | $34K | Hold |
1,298
| – | – | 0.02% | 162 |
|
|
2013
Q2 | $31K | Buy |
+1,298
| New | +$31K | 0.02% | 159 |
|